The agentic CFO co-pilot
Data in.
Decisions out.
CFOForge turns fragmented client financial data into proactive insights, board-ready reports, and scaled advisory — so fractional CFOs serve more clients at higher value, with less manual grind.
No credit card. Demo data preloaded. 4-week MVP.
3 clients need attention this week. Northwind's runway dropped to 7.2 months — burn jumped 18% on new hires. Ember & Oak is trending well, GM up 4 pts. Draft a check-in for Vesper today.
Strong
2
Watch
1
Risk
1
A practice OS, not another dashboard
An intelligent partner for every client in your portfolio.
Portfolio at a glance
Traffic-light health across every client. Cash, profitability, growth — at one look.
Proactive AI insights
Risks, opportunities, trends — surfaced automatically, every morning, in your voice.
Board-ready reports
Monthly reviews, narrative summaries, shareable links. One click, always traceable.
Voice & chat co-pilot
Ask anything. "What if revenue dropped 15% next quarter?" Get answers instantly.
Live financial picture
CSV upload now, Plaid + QuickBooks + Xero coming. One source of truth per client.
Auditable & yours
Every number traceable to source. Every AI output editable. You stay in control.
How it works
From fragmented data to scaled advisory in four moves.
01
Connect
Add a client, upload a CSV, connect QuickBooks. We map and baseline.
02
Brief
Wake up to a portfolio-wide morning brief in your voice.
03
Advise
Chat or speak with your co-pilot about any client. Approve actions.
04
Deliver
Generate beautiful board-ready reports. Share via private link.